CFA Society Naples, the leading association of finance professionals in Southwest Florida, has elected a board of directors for the 2018-2019 year.
The board of directors of CFA Society Naples are:
• President: Jack Clark, CFA, CFP, Senior Wealth Advisor, The Colony Group;
•Vice President: Leroy Munster, Research Analyst, Wasmer, Schroeder & Company;
•Treasurer: Richard Smith, CFA, Retired;
•Secretary: Serge Ecityan, CFA, Vice President, Private Wealth Advisor, Director, BMO Private Bank;
• Omar Bhangia, VP/Senior Portfolio Manager, US Bank Private Wealth Management;
•Jack Brown, CFA, Chief Investment Officer, Aviance Capital Partners;
•Jenny Lynn Dunn, Compliance & GIPS Officer, Wasmer, Schroeder & Company;
•Wayne Elmore, Business Development Associate, Wasmer, Schroeder & Company
•Jean Gruss, Principal, Gruss Communications;
•Andy Hill, CFA, President and Co-Founder, Andrew Hill Investment Advisors, Inc.;
•Travis Jones, PhD, Professor of Finance, Florida Gulf Coast University;
•Chris Squittieri, CFA, CFP, Senior Investment Advisor, PNC Wealth Management.
“We have dynamic events planned for the year ahead, including our popular monthly luncheons and the annual forecast dinner in early 2019 that feature nationally recognized financial experts,” says Jack Clark, senior wealth advisor with The Colony Group and president of CFA Society Naples.